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$100B Vertex Pharma Working To Recreate $10B Cystic Fibrosis Success - This Time Focused On Pain Management Drugs

$100B Vertex Pharma Working To Recreate $10B Cystic Fibrosis Success - This Time Focused On Pain Management Drugs

1000亿美元的Vertex Pharma致力于重塑100亿美元的囊性纤维化成功——这次的重点是疼痛管理药物
Benzinga ·  04/26 14:34

Vertex Pharmaceuticals Inc's (NASDAQ:VRTX) blockbuster drug Trikafta for cystic fibrosis (CF) has shown remarkable efficacy, potentially extending the lives of some patients by up to 45 years.

Vertex Pharmicals Inc(纳斯达克股票代码:VRTX)的重磅药物Trikafta治疗囊性纤维化(CF)已显示出显著的疗效,有可能将某些患者的寿命延长多达45年。

Despite its high cost of $300,000 per patient annually in the U.S., sales remain robust.

尽管在美国每位患者每年花费300,000美元的高昂成本,但销售额仍然强劲。

Since its launch in 2019, Trikafta has amassed $26 billion in revenues and is expected to reach $10 billion in annual sales next year.

自2019年推出以来,Trikafta已积累了260亿美元的收入,预计明年的年销售额将达到100亿美元。

Additionally, Vertex anticipates regulatory approval for its fifth CF treatment, the vanza triple, this year, with projected annual sales matching Trikafta's success.

此外,Vertex预计,其第五种CF疗法,即vanza三联疗法将在今年获得监管部门的批准,预计年销售额将与Trikafta的成功相提并论。

The Financial Times cites a Guggenheim Securities analyst and writes that Vertex is poised for substantial growth and will emerge as a top contender among pharmaceutical companies.

《金融时报》援引古根海姆证券分析师的话写道,Vertex有望实现大幅增长,并将成为制药公司中的头号竞争者。

Daniel Lyons, a portfolio manager at Janus Henderson, highlights Vertex's dominant position in CF treatment. Patent protection extends until at least 2039, providing a solid foundation for sustained profitability and continued research investments.

骏利亨德森的投资组合经理丹尼尔·里昂斯强调了Vertex在CF治疗中的主导地位。专利保护至少持续到2039年,为持续盈利和持续的研究投资提供了坚实的基础。

Now, the same research team at Vertex's San Diego lab is nearing the culmination of another extensive project: developing non-opioid painkillers, presenting a new avenue for substantial market expansion.

现在,Vertex圣地亚哥实验室的同一个研究小组正接近另一个大规模项目的高潮:开发非阿片类止痛药,为大幅扩张市场提供了新的途径。

Vertex's challenge lies in replicating its success in cystic fibrosis (CF) treatment across other diseases.

Vertex面临的挑战在于在其他疾病中复制其在囊性纤维化(CF)治疗方面的成功。

Recently, it gained regulatory approval for a groundbreaking CRISPR gene editing-based therapy for sickle cell disease and beta-thalassemia.

最近,它获得监管部门批准,用于治疗镰状细胞病和β-地中海贫血的开创性基于CRISPR基因编辑的疗法。

Moreover, Vertex acquired Alpine Immune Sciences Inc (NASDAQ:ALPN) for $4.9 billion, a move aimed at developing a treatment for autoimmune kidney disease.

此外,Vertex以49亿美元的价格收购了阿尔卑斯免疫科学公司(纳斯达克股票代码:ALPN),此举旨在开发自身免疫性肾脏疾病的治疗方法。

However, analysts highlight a new generation of non-addictive painkillers as the most promising in Vertex's pipeline.

但是,分析师强调新一代的非成瘾性止痛药是Vertex产品中最有前途的止痛药。

VX-548, a non-opioid painkiller, is undergoing late-stage clinical trials and shows potential for FDA approval this year.

VX-548 是一种非阿片类止痛药,正在进行后期临床试验,并显示出今年获得 FDA 批准的潜力。

It promises reduced pain with fewer side effects and no risk of addiction compared to traditional opioids.

与传统的阿片类药物相比,它有望减轻疼痛,减少副作用,没有成瘾的风险。

The Financial Times highlights that analysts predict that Vertex's new acute pain medication will bring in $2.3 billion in yearly sales by 2030. However, the real potential lies in their approved non-opioid painkiller, offering an alternative to prescription opioids.

《金融时报》强调,分析师预测,到2030年,Vertex的新型急性止痛药将带来23亿美元的年销售额。但是,真正的潜力在于他们批准的非阿片类止痛药,为处方阿片类药物提供替代品。

Price Action: VRTX shares are up 0.08% at $398.02 at the last check Friday.

价格走势:在周五的最后一次支票中,VRTX股价上涨0.08%,至398.02美元。

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